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Mfs Bond Fund Class R4: (MF: MFBJX)
(NASDAQ Mutual Funds) As of May 16, 2024 08:00 PM ET
$12.23 USD
-0.01 (-0.08%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.35 | 64 |
| 3 months | -2.40 | 66 |
| 6 months | 7.91 | 13 |
| 1 Year | 1.67 | 61 |
| 3 Year | -3.10 | 67 |
| 5 Year | 1.03 | 60 |
| 10 Year | 2.22 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -8.85 |
| Bull Market (2/09 - 3/21) | 121.52 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 4.82 |
| 5 Year | 1.63 |
| 10 Year | 2.56 |
| Since Inception | 4.34 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.01 | NA | NA | NA |
| 2023 | 4.19 | -0.29 | -3.00 | 8.36 |
| 2022 | -7.66 | -8.38 | -4.64 | 3.63 |
| 2021 | -4.68 | 3.58 | -0.19 | -0.05 |
| 2020 | -3.48 | 9.62 | 1.95 | 2.93 |
| 2019 | 5.51 | 4.34 | 3.21 | 0.84 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.35 | 9.19 | -16.39 | -1.51 | 11.04 | 14.60 | -2.94 | 6.10 | 5.94 | -0.10 | 6.02 |
| % Total Return Rel to Index | 0.93 | 3.67 | -3.37 | 0.03 | 3.53 | 5.87 | -2.96 | 2.56 | 3.28 | -0.68 | 0.08 |
| % Total Return Rel to Peer | -1.80 | 2.02 | -6.24 | -1.57 | 4.00 | 6.35 | -2.04 | 2.50 | 2.42 | 0.87 | 2.61 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 4.00 | 2.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.19 | 0.50 | 0.41 | 0.37 | 0.40 | 0.47 | 0.45 | 0.42 | 0.47 | 0.51 | 0.53 |
| % Yield | 1.53 | 4.11 | 3.33 | 2.38 | 2.44 | 3.12 | 3.28 | 2.92 | 3.35 | 3.69 | 3.71 |
| Capital Gains ($) | 0.00 | 0.00 | 0.01 | 0.45 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 |
| Expense Ratio | 0.00 | 0.52 | 0.50 | 0.50 | 0.52 | 0.53 | 0.54 | 0.56 | 0.57 | 0.57 | 0.57 |
* 1 = Top 20%, 5 = Bottom 20%